Tfc Financial Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 4, 2026, reports $1.8B in regulatory assets under management, 22 employees, and 1,619 accounts.
Assets Under Management
$1.8B
Employees
22
Offices
--
Total Clients
415
Primary office
BOSTON, MA
260 FRANKLIN STREET, SUITE 1888, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.8% of total clients.
Top client categories% of clientsClients
1
HNWI
72.8%
302
2
Individuals
27.2%
113
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 4, 2026
Discretionary100.0%
$1.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts1,619
10Y AUM Change+$930M (+109.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee19:1
10Y Employee Change+5 (+29.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.